Overview
Learn where you can store direct addresses for other professionals, then access these stored addresses when using the Messaging Module.
Store Direct Addresses in the Contact Module
- Go to the Contacts Module.
- If the contact already exists, double click on the line to open the contact, if not click Add.
- This window will appear.
- This window will appear.
- Minimally, enter the First Name and Last Name.
- Enter the Direct Address.
- Click Save.
NOTE: When you are sending a Direct Message from the Messaging Module, Procentive will search for addresses that have been saved in the Contacts Module.